★ Daily Intelligence Briefings (DIBs)⦁ Theme TrackerBiotechnology & HealthcareⓁ PharmaceuticalsPolitics & Policy COVID Vaccines Continue to Drive Significant Pharma Revenues as BA.5 Variant Cases on the Rise Pharma giants Pfizer and Moderna just secured multi-billion dollar deals to supply the US government with more than 170 million…McAlinden Research PartnersAugust 1, 2022
★ Daily Intelligence Briefings (DIBs)Manufacturing & LogisticsPolitics & PolicyTechnology CHIPS Act Finally on the Road to Passage, But it May be Addressing a Shortage That is Already Resolved Several years after it was first introduced into congress, the CHIPS Act has finally managed to make its way through…McAlinden Research PartnersJuly 28, 2022
★ Daily Intelligence Briefings (DIBs)CommoditiesEnergy & EnvironmentPolitics & Policy Russian Gas Exports Grinding Lower in Europe Likely to Help to Bolster Oil & Gas Drillers in North America Unsurprisingly, Russia has once again cut the amount of gas headed for Europe via the Nord Stream 1 pipeline. With…McAlinden Research PartnersJuly 27, 2022
★ Daily Intelligence Briefings (DIBs)⦁ Theme TrackerⓁ Aerospace & DefenseManufacturing & LogisticsPolitics & Policy US Deploys More HIMARS to Ukraine, But Replenishing Stockpiles at Home Increasingly Critical The Biden Administration is prepping the US's latest wave of military assistance to Ukraine in their defensive struggle against the Russian invasion.…McAlinden Research PartnersJuly 26, 2022
★ Daily Intelligence Briefings (DIBs)Economics & TradeFinancePolitics & Policy Hong Kong Financial Sector Losing Out on International Talent but Heavy COVID Restrictions Likely to Remain New talent is increasingly hard to come by in high profile sectors of Hong Kong's economy - particularly the all-important…McAlinden Research PartnersJuly 25, 2022
★ Daily Intelligence Briefings (DIBs)⦁ Theme TrackerⓁ CybersecurityMarketsTechnology Cyberthreats Resistant to Economic Headwinds, Cybersecurity Spending Will Have to Keep Up The number of cyberattacks are on the rise, but the average cost of each attack is increasing even faster. Billions of…McAlinden Research PartnersJuly 22, 2022
★ Daily Intelligence Briefings (DIBs)Real Estate & ConstructionTechnology Data Center Construction Continues Apace, But Some See REITs Threatened by Public Cloud Partners Despite a drawdown in the share prices of data center REITs, spending on facilities is booming this year. Several key…McAlinden Research PartnersJuly 20, 2022
★ Daily Intelligence Briefings (DIBs)FinanceMarkets Bank Profits Broadly Lower in Q2 as Loan Loss Reserves Run out, Investment Banking Stalls US banks' second quarter results helped to map out an uncertain future for the financial sector. Trading revenues rose but…McAlinden Research PartnersJuly 19, 2022
★ Daily Intelligence Briefings (DIBs)Biotechnology & HealthcareMarketsPolitics & Policy Battered Psychedelics Stocks Rebound on Wave of Scientific, Legislative Support Psychedelic medicine, focused on alternative mental health therapies that utilize drugs like LSD, MDMA and psilocybin, is becoming increasingly popular…McAlinden Research PartnersJuly 18, 2022
★ Daily Intelligence Briefings (DIBs)⦁ Theme TrackerBiotechnology & HealthcareⓁ PharmaceuticalsMarkets Major Patent Cliff Closes in on Big Pharma, Bargain-Priced Acquisitions Could Bolster Their Pipelines Last year marked one of the least active years for biopharma merger and acquisition (M&A) activity in a decade. The first…McAlinden Research PartnersJuly 14, 2022